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H&R Block
HRB

Overview Fund Activity

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.4M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$37.8M
4
Man Group
4
Man Group
United Kingdom
$27.3M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$21.5M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$229M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.6M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
State Street
4
State Street
Massachusetts
$266M
5
BlackRock
5
BlackRock
New York
$865M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$37.8M 782,288 +630,384 +415%
Citadel Advisors
27
Citadel Advisors
Florida
$37.6M 777,666 -1,262,349 -62%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$29.5M 609,782 +10,194 +2%
Man Group
29
Man Group
United Kingdom
$27.3M 564,893 +564,893 New
Invesco
30
Invesco
Georgia
$27M 558,010 +64,057 +13%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$26.7M 551,156 +263,546 +92%
Principal Financial Group
32
Principal Financial Group
Iowa
$25.8M 532,516 -33,671 -6%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$23.2M 480,092 -28,852 -6%
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$23M 476,285 -1,244 -0.3%
Bank of America
35
Bank of America
North Carolina
$23M 475,448 -79,847 -14%
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$21.7M 448,019 -305,394 -41%
CCMG
37
Clark Capital Management Group
Pennsylvania
$21.5M 443,685 +443,685 New
BWC
38
Blue Whale Capital
United Kingdom
$19.6M 405,000 +350,000 +636%
BA
39
Bridgewater Associates
Connecticut
$18.4M 381,030 +50,946 +15%
Victory Capital Management
40
Victory Capital Management
Texas
$18.4M 379,919 +3,721 +1%
Retirement Systems of Alabama
41
Retirement Systems of Alabama
Alabama
$17.6M 363,889 +69,846 +24%
PC
42
Prevatt Capital
Bahamas
$17.4M 360,000 +360,000 New
RA
43
Royce & Associates
New York
$17.4M 359,120 -216,000 -38%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$16.8M 347,147 -108,605 -24%
UBS AM
45
UBS AM
Illinois
$16.6M 343,110 +37,484 +12%
First Trust Advisors
46
First Trust Advisors
Illinois
$16.4M 339,254 +206,783 +156%
GT
47
Glenmede Trust
Pennsylvania
$16M 330,664 +270,030 +445%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$15.5M 320,958 -494,978 -61%
American Century Companies
49
American Century Companies
Missouri
$15.4M 318,011 -196,663 -38%
SIS
50
Sound Income Strategies
Florida
$13.9M 288,148 -11,218 -4%
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